2022-2023 CAIS Sustaining Partners

Thanks to all our partners for their generous support.

At its core, we believe the CAIS Partnership Program is about a partnership between organizations that serve CAIS schools and the schools themselves. There are four levels of partnership and, in each, we want to customize the program to fit your needs so you can best serve our schools. To learn more about our partnership program, contact Diane Brewer.

Principal Conference Partners

John Toscano

860-231-6612

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With 7,400 people, more than 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Jeff Clark

 

Flagship Networks is an Information Technology leader focused on providing custom technology solutions to clients of all sizes. We have nearly two decades of experience working with customers in all industries from schools and municipalities to healthcare institutions and professional practices Our comprehensive consulting, implementation, monitoring and support capabilities, combined with profound industry knowledge and IT expertise, help our clients achieve their technology goals and run their business more productively.

Liz Morse

 

TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today.Our commitment to doing the right thing—for our clients, employees and communities—has never wavered, and is why we’re an industry leader in building financially sound futures today.

Chris Brigham

203-786-8310

Updike, Kelly & Spellacy P.C., with three offices throughout the state of Connecticut, represents a wide range of education law clients in a variety of practice areas including Commercial Lending and Banking, Employment, Healthcare, Real Estate, Governance, Taxation, Environmental, and Trust & Estates. We believe in a common sense approach to legal issues and challenges facing our education and business clients. Our firm provides legal and counseling services to independent schools on a variety of matters. Our attorneys have the expertise to help schools navigate internal and external investigations, student discipline issues, employment issues, municipal tax exemption matters,school/parent relationships, board relationships and governance issues, by-law reviews, student, parent and faculty handbook reviews, and vendor, staff and faculty contract preparation and review.

 

Key Conference Partners

John Gover 476-269-2758 Cross Insurance is one of the largest family held insurance brokerages in the country, supporting businesses of all sizes with property & casualty insurance, risk management programs, as well as employee benefit plans. Cross is headquartered in Bangor Maine and has over 50 offices across the East Coast, including 10 in Connecticut. Our education practice is focused on helping independent schools with the design, implementation, as well as administration of individualized property & casualty programs. We strive to act as an extension of the business office and serve as the outsourced risk advisor to trustees and school leadership teams.
Kate Henderson 781-635-0579 FACTS Management partners with K-12 schools across the country to help manage their end-to-end needs for everything academic and financial related. In CT, FACTS is partnered with over 100 schools to help with their tuition and fee receivables through flexible payment plan and student billing options.
Tanya Cutolo 860-368-2376 The S/L/A/M Collaborative is distinguished by design excellence and integrated services. A national leader in planning and design for independent schools, SLAM brings a high level of expertise as a multi-discipline design firm with project experience at over 60 independent school campuses.SLAM’s integrated project management approach ensures seamless and experienced oversight to improve cost efficiencies, maximize team effectiveness and ensure successful outcomes.With a depth of experience and in-house resources, SLAM has the ability to exceed your project expectations. Our extensive industry knowledge as planners, designers and builders, bolsters our reputation as trusted leaders and advisors and adds value at a level that is unique among architectural and construction management firms.

 

Select Conference Partners

Tom Walsh 203-359-4704

A.P. Construction Company is a construction management and general contracting firm headquartered in Stamford, CT. The Company is experienced in all types of construction including commercial, education, healthcare, multifamily, and municipal. A.P. Construction’s team approach and attention to detail, while meeting the needs of owners, tenants, and architects, have established its reputation for integrity, quality, efficiency, and savings.

Todd Andrews

860-767-0175

Centerbrook designs diverse and sustainable buildings for independent schools, research institutes, civic and cultural organizations, colleges and universities, businesses, and religious congregations. Since its founding in 1975, Centerbrook has grown from seven architects who primarily designed passive solar houses into a practice of 57 from seven countries focusing ondesign innovation and environmental responsibility. Centerbrook’s work has been recognized with more than 400 awards for design excellence, including the National AIA Firm Award, the highest honor the American Institute of Architects confers.Centerbrook has been commissioned by 52 private independent schools to design master plans, athletics facilities, classroom buildings, residence halls, power plants, student centers, science buildings, music and studio arts centers, dining halls, and headmaster’s houses.

Mark Cardone 908-206-2860 Recognized for outstanding client service and accessibility to decision makers, ConnectOne Bank offers creative solutions to independent schools for tax-exempt bond financing and taxable financing of capital improvements, including loan terms up to 30 years and fixed rate offers up to 20 years. Our cash management suite of products and services enables schools to leverage technology and create a virtual bank branch in their business office.
Dan Froelich 303-764-5763 D.A. Davidson & Co. is a an employee-owned investment banking firm dedicated to serving colleges and universities, independent schools, and non-profit organizations with their debt financing needs. We serve our clients as an underwriter, placement agent or financial advisor.
Sean Kenney

617-548-3205

Independent schools engage EarlyBird Power to save money on their energy costs. CAIS selected EarlyBird Power to manage the CAIS Energy Coop, an energy buying group that leverages the volume of 46 participating schools. By aggregating the total load of the group, each school is able to secure the lowest available rates for their electricity and natural gas supply. CAIS member schools also seek EarlyBird's expertise in leveraging rebates for energy efficiency upgrades, sourcing green power, and exploring solar installations on their campuses. Contact EarlyBird Power if you would like a no-cost utility bill audit or to learn more about the CAIS Energy Coop for your school.
Joseph Blatt 646-253-5253

FORVIS, LLP ranks among the nation’s top 10 professional services firms. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver unmatched client experiences.

FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS will offer comprehensive assurance, tax, advisory, and wealth management services.

Chris Duble 978-322-7225 Fred C. Church Insurance is an independent insurance broker founded in 1865. One of the nation's leading providers of innovative risk management and insurance solutions for educational institutions, their Education Team works with over 200 independent schools as well as many experiential education providers, charter schools, colleges and universities. Here in Connecticut, Fred C. Church has been the sole broker and risk management adviser since 2006 for the Nutmeg Group – the highly successful risk management consortium currently serving 58 Connecticut independent schools. Led by Julie Price, Jeff Olsen, Bobby Riley, Mike Lucas and Chris Duble, the Fred C. Church team has also been a long-time and loyal supporter of CAIS.
Matt Libby 203-315-0505

Originally founded in 1973, MDG is a nationally respected employee benefits brokerage and consulting firm licensed in over 30 states. We assist clients with the design, implementation and administration of employee benefit programs. Our staff members are seasoned insurance industry professionals with a wealth of subject matter expertise.MDG services a variety of clients in the education space. We recognize each school has its own unique circumstances and challenges relating to employee benefits. Our staff takes a consultative approach to evaluating each school’s needs and goals. Employee benefit strategies and plans are customized to each school’s needs. MDG continually monitors and assists with plan administration throughout the year.

Saman Aghaebrahim  

Paymerang provides streamlined invoice and payment automation solutions that bring Accounts Payable (AP) departments into the modern age. Paymerang's solutions save AP departments hundreds of hours annually, enhance visibility, increase accuracy, improve efficiency, and earn rebates while reducing paper, fraud risks, and operating costs.

Elyse Stahl

914-478-3677

Peter Gisolfi Associates, founded in 1976, is an award-winning firm of architects, landscape architects, and interior designers, with a different point of view. Our mission is to design "places" -- buildings or groups of buildings which connect emphatically to outdoor spaces. These places relate strongly to their setting, and respect local and regional history, context, and traditions.

The firm, modeled after design studios in schools of architecture, is a place of learning. We think beyond the boundaries of conventional solutions to be effective stewards of the environment. We listen and learn from each other, from the world at large, and from our clients.

Our projects include academic buildings, campus master plans, academic and public libraries, municipal buildings, hotels and restaurants, commercial and corporate spaces, housing, private residences and gardens, urban space plans, parks, athletic fields, and recreation facilities.

Robert Cordero 914-381-8900

If you look at a list of PKF O'Connor Davies' services they may look like many other firms. We provide accounting and assurance' tax compliance and planning services,family once and advisory services. But at PKF O'Connor Davies we know it's not what you provide that defines you, it's how you provide it and who delivers it that makes all the difference. Our longstanding commitment to serving not-for-profit organizations and special forte in Independent Schools equips us to bring meaningful experience and practical knowledge to administrators and their governing boards. In addition to outstanding audit and tax services, our advisory support helps managers address business issues that grow in quantity and complexity with every graduating class.

Julie Fay 860-251-5000

Shipman's Independent School lawyers understand firsthand the complex issues and distinctive nature of the independent school environment. As experienced advisors in the education and school law field, we are counsel to over 150 educational institutions, including a diverse group of independent day and boarding schools, including Montessori, K-12, junior boarding, and religiously affiliated schools. Working across internal school departments, from the head of school to human resources, we provide integrated counsel tailored to meet the needs of the school community. We understand the complexity of the school environment and our clients’ need to have practical, real-time solutions to even the most complicated legal issues in a timely and cost-effective manner. Whether our clients are navigating a student discipline matter or employment claim, engaging in new campus construction, or responding to regional, national or global disruptions, we have them covered.

Stephanie Beals 860-547-1970 TSKP STUDIO is a diverse architectural practice that continues the legacy of our founder, Tai Soo Kim, who grew the firm to international recognition through a dedication to hard-work, exploration and commitment to logical and elegant design. Our work follows no set style but rather it responds to the unique context of each site and client to arrive at a design solution so simple and elegant as to seem obvious. By embracing the diversity and talents of our staff we leverage a broad range of skills and experiences to provide fresh solutions to complex challenges. Regardless of project scope, size or budget, our definition of success is creating spaces that positively impact the life, productivity and wellbeing of our clients and end-users.